Intel Briefings
Strategic analysis and intelligence on the space economy.
Featured
Weekly Intel: Stoke Space Closes $100M, NASA Budget Fight, China's Launch Surge
Stoke Space raises at unicorn valuation, NASA faces continuing resolution headwinds, and Chinese commercial launch companies prepare IPOs.
Jan 19, 2026
Weekly Intel: SpaceX Hits 250 Launches, AST SpaceMobile Goes Live, New Lunar Race Heats Up
This week's most important developments across launch, communications, and lunar exploration — and what they signal for the space economy.
Jan 12, 2026
SDA Tranche 3: $3.5B in Awards Reshape the Missile Tracking Landscape
The Space Development Agency awarded $3.5B across three primes for Tranche 3 tracking layer satellites. Here's who won, who was left out, and what it means for the proliferated LEO defense architecture.
Oct 5, 2025
The Starship Effect: How $50/kg to LEO Rewrites Every Business Model
SpaceX's Starship is on track to reduce launch costs by 10-100x. We analyze which sectors benefit most, which companies are positioned, and which business models become obsolete.
Dec 20, 2025
FCC Mega-Constellation Ruling: What the New Debris Mitigation Rules Mean
The FCC's updated debris mitigation framework adds real teeth to deorbit requirements. We break down who's compliant, who needs to adapt, and the emerging market for active debris removal.
Nov 15, 2025
SAR Revolution: How Synthetic Aperture Radar is Winning the Defense Market
SAR imaging went from niche to must-have for defense and intelligence. Capella Space and ICEYE are leading, but the competitive landscape is shifting fast.
Nov 1, 2025